How to automate onboarding of Hilti tools

  • Updated

Roles: Administrator & Employee | Device: Web

This feature allows you to automatically register newly purchased Hilti tools, eliminating the need of manual addition. Also, you can immediately see all the new Hilti tools in the system.

Instructions

Follow the steps below to enable the auto-onboarding of Hilti tools:

  1. Log in to your ON!Track the web application, and click on Administration.

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  2. Click on Hilti assets to open the Hilti assets window.

  3. Under Registering new Hilti purchases, select the Automatic option. This selection 
    enables the automatic onboarding of all new Hilti tools.

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  4. Under Register existing unregistered purchases, click View unregistered purchases to
    View the existing unregistered tools list.

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    NOTE: The list of existing unregistered tools is view-only for the users, allowing them to decide whether to include or exclude these tools from automated onboarding. Users cannot select specific tools within the list.

    • Now select the Include in automatic onboarding option. This selection enables the automatic onboarding of all existing unregistered Hilti tools.


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  5. Under Default assignments, you can choose the default location and the responsible employee for all new and existing tools.

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  6. Now, click on Save changes to immediately start the auto-onboarding process, and you can
    Immediately see all the new Hilti tools in the system.

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  7. Once automated tools onboarding is activated, all newly onboarded Hilti assets will display a
    New label badge next to the asset in the asset list. Manually added Hilti assets will not have 
    This badge.

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    • The New label badge on each asset disappears once any action is performed on the asset. For example:
      • Editing the asset description
      • Changing the asset status
      • Transferring the asset to a new employee or location
         
  8. A permanent 'New Hilti assets' view is also created, which allows you to quickly see all the tools. Recently added to your asset list.


     

 

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